Justin has created and managed business development and product innovation initiatives as an executive for firms specializing in many aspects of the investment consulting process, including but not limited to expertise in investment policy, asset allocation, financial planning, portfolio implementation, and performance attribution. Justin has a B.A. in Economics from Colby College and an MBA in Entrepreneurship from Olin at Babson College.

John has been a part of the financial services industry for over 20 years. He has been a senior executive spearheading the sales and marketing with United Asset Management, Placemark Investments, Smartleaf, and F-Squared Investments. John has an undergraduate degree from Brown University and an MBA from Sloan School of Management, MIT.

Leith Stevens was previously Managing Director, Technology at New Frontier Advisors (NFA), a firm which developed asset allocation software solutions. Leith led technology & product development for over 5 years at NFA, with the Asset Allocation Suite advising over $1 trn in assets.  Leith graduated from Boston University with a BA in Computer Science, grew up in Australia, and has worked in the UK, Hong Kong and most recently in the US.